Accounting Advisor
Collective•San Francisco, CA
•$25 - $25•Remote
About The Position
As an Accounting Advisor, you will deliver accurate, timely, and meaningful financials to Collective members. This high-impact, high-volume role is suited to someone who thrives in a fast-paced, detail-driven environment and is passionate about helping small business owners succeed. Joining during peak season, you will serve as a trusted bookkeeping expert to members and internal partners, manage a portfolio of members, execute monthly closes, maintain accurate ledgers, and provide financial guidance. This is a 12-month contract.
Requirements
- At least 2 years of accounting or bookkeeping experience.
- Bachelor’s degree in Accounting or a related field.
- Working knowledge of bookkeeping and tax principles.
- Ability to adapt to cloud-based accounting stacks, CRMs, automated workflow tools, and AI.
- Ability to manage high-volume workloads and prioritize effectively.
- Strong attention to detail and clear written communication.
- Ability to support clients and partner teams professionally through asynchronous communication.
- Team-oriented mindset with professionalism, integrity, and accountability.
Nice To Haves
- CPA, CB, or CPB credential.
Responsibilities
- Categorize high-volume transactions, optimize automated bank feeds, and evaluate Global and Member rules for accuracy and reasonableness.
- Review and resolve cases flagged by automation through AI exception workflows.
- Reconcile bank, credit card, and other key accounts monthly.
- Prepare and review Profit & Loss and Balance Sheet statements.
- Ensure payroll and tax-related documents are accurate and properly posted to the books.
- Close member books monthly to streamline year-end tax preparation and compliance.
- Partner with Member Relations and Tax teams on fundamental accounting workflows, financial statement interpretation, and best practices.
- Identify and escalate ledger discrepancies, trend anomalies, or missing data before month-end close.
